Financial Advisor

7 days ago

Montréal, Canada CIBC Full time

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit

What you'll be doing

As a member of the Personal and Business Banking Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and helping them plan for today’s needs and tomorrow’s goals. You’ll make lasting connections and provide the right financial advice, helping clients secure their futures, own homes, and set up businesses. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance.
- At CIBC we enable the work environment most optimal for you to thrive in your role. _To successfully perform the work, you’ll be on-site full-time._

How you'll succeed- Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Provide tailored advice and solutions in all areas of financial planning including day-to-day banking, investments, lending and estate planning. Cultivate your network to establish new client relationships.- Business development - Deeply understand your local market and potential client base to create sales plans that will convert leads into new clients. Use your strong relationship building and networking skills to create connections, generate opportunities, and deliver bottom line results. Leverage CIBC’s wide range of credit and investment solutions to provide a needs-based approach that will result in satisfied, loyal clients and increased referrals.- Community involvement - Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities.

Who you are- You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.- You’re passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.- You act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results.- You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.- You can demonstrate 1 - 3 years experience in providing financial advice to clients and establishing relationships while achieving performance targets.- You’re a certified professional (MFDA). You have current accreditation and good standing in the Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC) and must meet eligibility requirements for MFDA licensing.- You’re a certified professional (Quebec). You have current accreditation and good standing in AMF licensing; Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF (Autorité des Marchés Financiers) licensing, and Registered Retirement Consultant (RRC). It’s an asset if you’ve completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).- Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.- We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.- Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.- We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
- Subject to plan and program terms and conditions

What you need to knowYou need to be legally eligib

  • Financial Advisor

    2 days ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 154177 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Financial Advisor - 37.5 hours/ Permanent Full-time role/ West Island As an Financial Advisor (West Island) you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking...

  • Financial Advisor

    2 days ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 148559 Join the Global Community of Scotiabankers to help customers become better off. **About the role**: Financial Advisor for Montreal District in Quebec **What your role will be** Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and...

  • Financial Advisor

    2 days ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 148555 Join the Global Community of Scotiabankers to help customers become better off. **About the role**: Financial Advisor/ Laval & North District in Quebec **What your role will be** Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and...

  • Financial Advisor

    14 hours ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 148555 Join the Global Community of Scotiabankers to help customers become better off. **About the role**: Financial Advisor/ Laval & North District in Quebec **What your role will be** Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and...

  • Financial Advisor

    4 weeks ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 166040 Join the Global Community of Scotiabankers to help customers become better off. Financial Advisor - West Island At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and...

  • Wealth Advisor

    2 weeks ago

    Montréal, Canada Connor, Clark & Lunn Financial Group Full time

    **Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Montreal, QC** - Connor, Clark & Lunn Financial Group (“CCLFG”) provides investment management services to individuals, advisors, pension plans, institutional investors, and foundations. As a unique “multi-boutique” asset management firm, CCLFG is uniquely focused on creating the...

  • Wealth Advisor

    5 days ago

    Montréal, Canada Connor, Clark & Lunn Financial Group Full time

    **Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Montreal, QC** - Connor, Clark & Lunn Financial Group (“CCLFG”) provides investment management services to individuals, advisors, pension plans, institutional investors, and foundations. As a unique “multi-boutique” asset management firm, CCLFG is uniquely focused on creating the...

  • Financial Advisor

    4 weeks ago

    Montréal, Canada Financière Sun Life Full time

    As a Sun Life Financial advisor you’ll receive exceptional training and support to help build your business, competitive compensation, and ongoing recognition for your achievements.Let’s talk.This could be the start of something great!What’s in it for you?Be in charge of your own business and income opportunitiesDedicated leadership support and head...

  • Financial Advisor

    2 weeks ago

    Montréal, Canada Financière Sun Life Full time

    As a Sun Life Financial advisor you’ll receive exceptional training and support to help build your business, competitive compensation, and ongoing recognition for your achievements.Let’s talk.This could be the start of something great!What’s in it for you?Be in charge of your own business and income opportunitiesDedicated leadership support and head...

  • Financial Advisor System and Modeling

    1 week ago

    Montréal, Canada VIA Rail Canada Full time

    Reference Number : 557 Status : Permanent - Full-time Annual Salary / Hourly Rate : $77 112 - $95 256 Number of positions to be filled : 1 Application Deadline : 12/13/2024 Did you know that VIA Rail is carrying out ambitious projects to modernize its services and infrastructure? From our new ultramodern train fleet to ongoing improvement of our...

  • Financial Advisor

    3 weeks ago

    Montréal, QC, Canada Financière Sun Life Full time

    As a Sun Life Financial advisor you’ll receive exceptional training and support to help build your business, competitive compensation, and ongoing recognition for your achievements.Let’s talk.This could be the start of something great!What’s in it for you?Be in charge of your own business and income opportunitiesDedicated leadership support and head...

  • Financial Advisor Montreal West

    5 days ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 159309 Join the Global Community of Scotiabankers to help customers become better off. Financial Advisor Québec City At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and...

  • Financial Advisor Montreal West

    2 days ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 159309 Join the Global Community of Scotiabankers to help customers become better off. Financial Advisor Montreal West At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and...

  • Financial Advisor

    2 days ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 169492 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As a Financial Advisor you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your focus is to provide exceptional service...

  • Digital Tools Advisor

    5 days ago

    Montréal, Canada iA Groupe financier iA Financial Group Full time

    Sector: Digital Tools - Group Insurance / Permanent position / Telework / Montreal / To start immediately_ Are you a proactive person who is good with technology and has strong analytical skills? Do you enjoy teamwork and making sure you provide the best possible service? You’re the person we’re looking for! We’re looking for a Digital Tools Advisor...

  • Financial Services Specialist/ Financial Advisor

    14 hours ago

    Montréal, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Chief Advisor

    5 days ago

    Montréal, Canada National Bank of Canada Full time

    A career as a Chief Advisor in the National Bank Planning and Benefits team at National Bank mainly means supporting the financial security advisors of the National Bank Insurance Firm as a specialist in insurance, financial planning and taxation Your job - Contribute to the business development of advisors, by developing their technical, professional and...

  • Associate Wealth

    7 days ago

    Montréal, Canada Manulife Full time

    Manulife Investment Management (MIM) Advisor Group, a division of Global Wealth and Asset Management, delivers financial and investment solutions and advice, including financial planning and insurance, to clients across the wealth spectrum. The Associate Wealth & Retirement Advisor is member of a team of wealth advisors delivering wealth and retirement...

  • Investment Advisor Assistant

    2 days ago

    Montréal, Canada Manulife Wealth Full time

    Job Posting: Investment Advisor Assistant – Business Development & Training for Future Growth Location: Dorval, Quebec Employment Type: Full-Time Compensation: Base Salary + Performance-Based Incentives Are you a driven, entrepreneurial-minded individual looking to build a career in wealth management? Do you have a passion for business development...

  • Associate Financial Advisor

    3 days ago

    Montréal, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...